Who owns SIMPLIFY EXCHANGE TRADED FUN?
- Ticker: TUA
- CUSIP Number: 82889n657
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Analyze quarterly positions in Simplify Exchange Traded Fun with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold SIMPLIFY EXCHANGE TRADED FUN this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Southern Farm Bureau Life Insurance | 3.0M | $63M | 100% | Dec 2024 |
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Hollencrest Securities | 2.4M | $55M | 100% | Sep 2024 |
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AE Wealth Management | 1.4M | $32M | 37% | Sep 2024 |
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Ferguson Shapiro | 1.3M | $28M | -10% | Dec 2024 |
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Aprio Wealth Management | 1.2M | $26M | 14% | Dec 2024 |
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Financial Enhancement | 1.0M | $21M | 100% | Dec 2024 |
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Mid-American Wealth Advisory Group | 691k | $15M | 69% | Dec 2024 |
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Ancora Advisors | 666k | $15M | -4% | Sep 2024 |
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Gladstone Institutional Advisory | 457k | $11M | 77% | Sep 2024 |
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Private Advisor | 415k | $9.5M | 100% | Sep 2024 |
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Lloyd Advisory Services | 401k | $9.2M | 16% | Sep 2024 |
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LPL Financial | 390k | $9.0M | 116% | Sep 2024 |
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Longview Financial Advisors | 390k | $9.0M | -2% | Sep 2024 |
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Evergreen Capital Management | 359k | $8.3M | -30% | Sep 2024 |
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WJ Interests | 313k | $7.2M | 4% | Sep 2024 |
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Altfest L J & Co | 233k | $5.4M | -18% | Sep 2024 |
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Citadel Advisors | 233k | $5.3M | 29% | Sep 2024 |
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Commonwealth Equity Services | 196k | $4.5M | 2% | Sep 2024 |
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B.O.S.S. Retirement Advisors | 190k | $4.0M | 740% | Dec 2024 |
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Cumberland Partners | 184k | $4.2M | 49% | Sep 2024 |
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Private Client Services | 184k | $3.9M | 5% | Dec 2024 |
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Simplify Asset Management | 166k | $3.8M | 63% | Sep 2024 |
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Almanack Investment Partners | 160k | $3.7M | 6% | Sep 2024 |
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HighTower Advisors | 136k | $3.1M | -67% | Sep 2024 |
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Pekin, Singer Strauss Asset Management | 134k | $3.1M | -21% | Sep 2024 |
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Elevated Capital Advisors | 125k | $2.7M | 34% | Dec 2024 |
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Belpointe Asset Management | 125k | $2.9M | 1% | Sep 2024 |
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Hilltop Holdings | 110k | $2.5M | 1% | Sep 2024 |
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Royal Bank of Canada | 104k | $2.5M | -65% | Sep 2024 |
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Howard Bailey Securities | 99k | $2.3M | 100% | Sep 2024 |
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Great Lakes Retirement | 88k | $2.0M | 8% | Sep 2024 |
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Principal Securities | 79k | $1.8M | 8% | Sep 2024 |
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Mariner Wealth Advisors | 75k | $1.7M | 100% | Sep 2024 |
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Authentikos Wealth Advisory | 60k | $1.4M | 100% | Sep 2024 |
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BlackDiamond Wealth Management | 55k | $1.2M | 100% | Sep 2024 |
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BCJ Capital Management | 53k | $1.2M | 93% | Sep 2024 |
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Cambridge Advisors | 35k | $742k | 4% | Dec 2024 |
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We Are One Seven | 34k | $774k | 100% | Sep 2024 |
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Cambridge Investment Research Advisors | 34k | $769k | 100% | Sep 2024 |
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PFG Advisors | 33k | $752k | 100% | Sep 2024 |
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Jane Street | 33k | $750k | -92% | Sep 2024 |
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FDx Advisors | 30k | $693k | -26% | Sep 2024 |
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Sage Advisory Services | 22k | $472k | 0% | Sep 2024 |
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Anchor Investment Management | 20k | $451k | 13% | Sep 2024 |
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Kestra Private Wealth Services | 19k | $445k | 100% | Sep 2024 |
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Csenge Advisory Group | 18k | $400k | 35% | Sep 2024 |
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Professional Financial Advisors | 18k | $381k | 8% | Dec 2024 |
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Straight Path Wealth Management | 18k | $408k | 0% | Sep 2024 |
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GeoWealth Management | 18k | $404k | 17% | Sep 2024 |
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SMART Wealth | 16k | $361k | 100% | Sep 2024 |
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Goss Wealth Management | 16k | $361k | 57% | Sep 2024 |
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Carlton, Hoffferkamp & Jenks Wealth Management | 14k | $306k | 2% | Sep 2024 |
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CWC Advisors | 13k | $306k | 100% | Sep 2024 |
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FSA Advisors | 12k | $264k | 100% | Dec 2024 |
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Kingdom Financial Group | 11k | $259k | 13% | Sep 2024 |
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GFS Advisors | 9.5k | $201k | 100% | Dec 2024 |
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UBS Group | 8.2k | $189k | 100% | Sep 2024 |
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Simplex Trading | 6.7k | $154k | -76% | Sep 2024 |
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Private Trust Co Na | 4.0k | $93k | 100% | Sep 2024 |
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National Bank Of Canada /fi/ | 2.5k | $58k | 0% | Sep 2024 |
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Colonial Trust Co / SC | 2.0k | $46k | 100% | Sep 2024 |
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Pineridge Advisors | 1.3k | $29k | -4% | Sep 2024 |
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Advisor Group Holdings | 1.2k | $27k | 100% | Sep 2024 |
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Decker Retirement Planning | 485.00 | $10k | 100% | Dec 2024 |
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Northwestern Mutual Wealth Management Company | 239.00 | $5.5k | 100% | Sep 2024 |
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Richard W. Paul & Associates | 159.00 | $3.7k | 1% | Sep 2024 |
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CWM | 48.00 | $999.998400 | 0% | Sep 2024 |
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FMR | 2.00 | $46.000000 | 100% | Sep 2024 |
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Wells Fargo & Company | 1.00 | $17.000000 | -100% | Sep 2024 |
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